Morgan Stanley shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 113 | 159.42 |
| 2025-06-30 | $15k | 109 | 140.72 |
| 2025-03-31 | $13k | 109 | 116.31 |
| 2024-12-31 | $13k | 105 | 125.91 |
| 2024-09-30 | $9.7k | 93 | 104.39 |
| 2024-06-30 | $7.0k | 72 | 97.31 |
| 2024-03-31 | $4.5k | 48 | 94.31 |